Allan Gray Quarterly Commentary

2009 Q4 Comments from the chief operating officer

When I returned to South Africa from London with my young family in the early part of the last decade, we thought we were trading economic security...

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2009 Q4

Insights categories - Markets and economy

The triumph of the markets

By Sandy McGregor on 31 Dec 2009

Reading time: 8 mins

It is the nature of markets to reward success and eliminate what is unsustainable. During the past year we have seen a dramatic manifestation of this process...

Insights categories - Markets and economy

Another view

By Duncan Artus on 31 Dec 2009

Reading time: 7 mins

Governments around the world are engaged in significant fiscal and monetary stimulus. But there is some doubt about whether their efforts will improve the re...

Insights categories - Offshore investing

Tough to be different

By Jonathan Brodie and Trevor Black on 31 Dec 2009

Reading time: 8 mins

In the Q2 Quarterly Commentary, Jonathan Brodie and Trevor Black of Orbis discussed the fact that long-term outperformance requires a partnership between the...

Insights categories - Corporate citizenship

2009 Q4 Allan Gray Orbis foundation update

By Anthony Farr on 31 Dec 2009

Reading time: 8 mins

At the Allan Gray Orbis Foundation we have been given a rare opportunity to focus on individuals and invest in them over the long term. This long-term strate...

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